Moran Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History
Moran Wealth Management, LLC
- $2.89 Billion
- Q1 2025
Shares
5 transactions
Others Institutions Holding DGS
# of Institutions
245Shares Held
21.9MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS7.04MShares$373 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC1.1MShares$58.1 Million0.0% of portfolio
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Unison Advisors LLC719KShares$38.1 Million4.45% of portfolio
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Congress Wealth Management LLC Boston, MA681KShares$36.1 Million0.42% of portfolio
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High Tower Advisors, LLC Chicago, IL572KShares$30.3 Million0.04% of portfolio